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Josh Brown & Michael Batnick: Concentrated Portfolio
FYI: Michael’s recent post showed how a concentrated portfolio of “best ideas” only gives the manager an even harder job statistically when going up against the overall market return. We chopped it up for The Compound channel and did today’s discussion, which you can watch below. Regards, Ted https://thereformedbroker.com/2019/04/01/what-if-you-only-invested-in-your-20-best-ideas/
